Downloading the app, signing in, and what you can do from your phone.

Getting started with HCB Mobile

Taking contactless in-person donations on your phone with HCB Mobile, no extra hardware.

Accept donations with Tap to Pay

Snapping, sharing, and matching receipts to transactions in HCB Mobile.

Upload receipts from your phone

Adding cards to your wallet, issuing new ones, and freezing a lost card from the app.

Manage your cards in HCB Mobile

Viewing your organization's transactions and activity from HCB Mobile.

Check your organization on the go

Manage your organization from your phone: accept Tap to Pay donations, snap and upload receipts, manage your cards, and check your transactions on the go.

HCB Mobile

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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